MIG
IGA

Mariner Investment Group’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Mariner Investment Group’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-27,949
Closed -$322K – 100
2017
Q3 		$322K Sell
27,949
-5,053
-15% -$55.4K 0.2% 38
2017
Q2 		$357K Sell
33,002
-49,048
-60% -$521K 0.2% 35
2017
Q1 		$860K Sell
82,050
-18,450
-18% -$188K 0.51% 28
2016
Q4 		$988K Buy
+100,500
New +$980K 0.53% 37

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mariner Investment Group's IGA Position: Q4 2017 in Review

Mariner Investment Group sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2017, closing a stake of 27,949 shares — an estimated $322K sold.

Mariner Investment Group first reported a position in IGA in Q4 2016 and held it in 4 quarters. The position peaked at $988K in Q4 2016. 40 funds tracked by Wall St. Rank hold IGA as of Q4 2017.

  • Mariner Investment Group reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • Mariner Investment Group sold 27,949 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2017, an estimated $322K.
  • Mariner Investment Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2016 and held it in 4 quarters.
  • Mariner Investment Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $988K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2017.

Based on Mariner Investment Group's 13F filing for Q4 2017, filed 9 Feb 2018.